James Brewer, CERTIFIED FINANCIAL PLANNER™

James Brewer, CERTIFIED FINANCIAL PLANNER™, is a Chicago financial advisor that brings a multifaceted and passionate approach to help you pursue your unique vision. It has been called part wealth planner, part life coach, part architect, part cheerleader. He focuses on crafting plans that incorporate and honor each client’s unique values.

He has a passion to address the gender and racial retirement disparity. That drove him to found Envision 401(k) Advisors to help address this issue along with helping his business owner clients. Not happy with just a me too solution, Brewer’s retirement plan insights have been featured in The Wall Street Journal and Forbes (references cited below In the Media).

When he was looking for a financial advisor he found it difficult to find one that knew much or cared to know about socially responsible, ESG investing, sustainability investing. He strongly believes that the road to your financial life vision should align with your values, such as faith, pro-gender equality and sustainability. Further, he shows his clients that values do not have to be at the expense of returns.

As an African American financial advisor, he brings unique sensitivities in working with clients from diverse money language backgrounds. As a fan of Brené Brown, he understands the feelings of shame and vulnerability that often come with money.

James Brewer is an advocate for financial literacy. His community involvement includes pro bono volunteer activities through the Chicago Chapter of the Financial Planning Association and Daystar School in Chicago where he educates children about money. As an Adjunct Professor for the College for Financial Planning he helps financial professionals earn financial planning designations. He is currently writing a chapter for Investing Behavior, Nudges in the Financial Planning and Investment Process published by Oxford University Press.

As an advocate of racial diversity in the financial planning profession, James Brewer helped plan the inaugural conference of the Association of African American Financial Advisors in 2015. He now serves as Vice President of the Association of African American Financial Advisors.

CFP, CRPC, AIF and Brightscope are not affiliated with LPL Financial. The BrightScope Social Influence Rank aggregates information on advisors actively engaging with current and prospective clients using digital media channels and measures how their efforts stack up against their peers. The Rank considers several individually weighted data points around an advisor's Twitter profile and Blog, such as Followers, Tweet activity, Moz Page Authority, and more. BrightScope components also make up a small portion of the overall rank.

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